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More about Portal rules
 

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Short Description

Provide a concise and descriptive Short Description. Users of the WorkManager, Manager, User and WorkUser portals who have more than one portal layout defined in their access group will see the text you enter in the Portal Layout field in the Dashboard navigation panel of the portal, as in this example.

About customizing or extending the Developer portal rule

The standard portal rule for the Designer Studio, Developer, uses the pzDeveloper harness in the Pega-Portal-Developer Applies To class. If you extend the standard Developer portal rule, ensure that you include the following script file and style file on the Scripts and Styles tab of the harness used in your custom portal rule:

Otherwise, the Profile Explorer might not render properly in your custom portal.

Clipboard pages

The system maintains information about traditional ('fixed') portals and their gadgets as properties in a page named pyPortal of the Data-Portal class. The properties and contents of this page are similar to the Rule-Portal class, plus state information.

About the connection timeout warning feature

If your application uses traditional portals and your Pega 7 Platform uses an external or third-party authentication product and the authentication timeout processing of that product takes over the main system window to gather user credentials, use the connection timeout warning feature to ensure that your users do not lose their work if they time out.

When connection timeout warning values are specified on the Options tab of a portal rule, a JavaScript function tracks the time that elapses between a user's actions. If a user's requestor remains idle for the amount of time specified by the warning setting on the Options tab, this feature launches a confirmation dialog box that warns the user the session will expire.

The user must click the button in the dialog box before the browser returns control to the system window. When the user clicks the button, an activity runs. The activity completes a server interaction (which resets the JavaScript timer tracking timeout periods back to 0) then closes the window and the user can continue to work.

If the user’s requestor remains inactive for the time specified as the timeout period, clickingOK triggers the authentication timeout processing. However, the response from the timeout processing does not take over the main system window, which means the user does not lose any unsaved work. Instead the response from the timeout processing is streamed to either a new modal dialog box or a newly launched window, as specified on the Options tab.

For more information about this feature, see the document Authentication in PegaRULES Process Commander on the PDN.

Suppressing irrelevant messages in production

Messages that may be helpful to developers in debugging are often not meaningful to application users. In a production setting, you can improve security, avoid user confusion, and improve application usability by hiding them. See:

Definitions portal gadget
Related topics How to customize portal layout and behavior
Standard rules Standard Portal rules

About Portal rules